Sensible Financial Planning & Management, Llc. Dimensional ETF Tr Transaction History

Sensible Financial Planning & Management, Llc.

$463 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$32.59 - $36.54 $342,911 - $384,473	10,522 New	10,522 $384,000

Others Institutions Holding DFAU

# of Institutions

399

Shares Held

105M

Call Options Held

Put Options Held

Sequoia Financial Advisors, LLC

4.38M
Shares

$174 Million
2.04% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$165 Million
5.04% of portfolio
Modera Wealth Management, LLC

4.01M
Shares

$159 Million
2.23% of portfolio
Aquire Wealth Advisors, LLC

3.37M
Shares

$134 Million
42.46% of portfolio
Blankinship & Foster, LLC Solana Beach, CA

2.77M
Shares

$110 Million
26.74% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
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